Founder of the company and Specialist Financial Planning Adviser - AFPA
Brent entered the Financial Services industry in 1987 and established the leading UK pension transfer company in Australia in 1997. This highly successful business became the market leader in facilitating UK pension fund transfers into the Australian superannuation system. As a result of this success, many of the UK pension transfer clients became ongoing financial planning clients with Brent, receiving specialist advice regarding their investments and overall financial situation. This multinational client base forms the backbone of the Sterling Planners Pty Ltd Sydney office which provides specialist QROPS advice for UK Pension Transfers in addition to ongoing financial planning services.
Brent has experienced loyalty and commitment from many highly successful entrepreneurs and professionals due to his approachable, plain speaking style of business, coupled with his highly skilled and knowledgable background in both the UK and Australian marketplaces. Listen to our client testimonials and see what a world of difference having a trusted adviser can mean to you.
Brent is an Authorised Representative of Fortnum Private Wealth Pty Ltd ABN 54 139 889 535 AFSL 357306 trading as Fortnum Financial Advisers.
Specialist Financial Planning Adviser, Company Director – DFP DFS (FP)
Nic has been in the financial services industry since 1989, either working as a financial planner, or guiding the professional development of other financial planners.
Prior to being a Director of Sterling Planners Pty Ltd, Nic held senior roles in ANZ Banking Group, AMP Limited and CMC Stockbroking.
Nic specialises in working alongside clients to help them build sustainable financial platforms, allowing them to fulfil their lifestyle goals. The majority of his clients are British migrants or Australian expats and they feel connected and understood by Nic, who is English and his knowledge and expertise spans both the UK and Australia.
Nic is accredited to provide a broad range of financial planning advice, but has specific expertise and experience in Self Managed Superannuation, Direct Equities and QROPS advice for UK Pension Transfers.
Nic is an Authorised Representative of Fortnum Private Wealth Pty Ltd ABN 54 139 889 535 AFSL 357306 trading as Fortnum Financial Advisers.
Our clients often say how refreshing it is to always speak with a friendly, responsive person on the phone whenever they have a query - not with an automated menu service or voice messaging system. The dedicated and professional team at Sterling Planners always strive to provide you with the highest level of care and personalised service.
Our specialised administrative support staff are an integral and highly valued component of the financial planning team. They specialise in financial industry communications, systems and processes and ensure that all your personal information is treated with security, integrity and efficiency.